Detailed and systemised automated workflow for Sales Development Representatives (SDR) and leads/client onboarding and nurturing, starting from client onboarding, auto processing and filtering new client data, creating shared team/client databases, and initiating new intra- and inter- personal comms for relevant team members and client.
Watch for new client email
Monitor inbox for incoming emails from new or existing clients.
Download client data
Retrieve attached documents or files from the client’s email.
Filter relevant data
Apply conditions to isolate only the necessary or actionable
data.
Upload filtered data to database
Send cleaned and structured data to the appropriate database.
Download relevant data
Pull additional or related information needed for the process from a
data source.
Create shared database and new record
Initialize a shared workspace and log a new entry with client
data.
Update team with parsed info
Notify internal team members with the extracted and organized client
information.
Create shared database (Airtable)
Generate an Airtable workspace for collaborative client or project
data.
Create shared database (ClickUp)
Set up a ClickUp space for shared task and project tracking.
Update team/client (Slack)
Send automated status or data updates to team or client via
Slack.
Send email to team/client
Email final results, updates, or next steps to relevant
stakeholders.
Low-friction integration with your existing apps, workflow, and systems
Step-by-step integration with existing client database apps
Seamlessly create a new team/client shared database that auto populates
Automate the entire intra- and inter- communication pipeline (Slack, Clickup, Trello, Google)
Automate the process of client management and nurturing
Enhance team collaboration through shared databases
Streamline communication with clients and team members
Efficient data management leads to quicker client onboarding and
project delivery, ultimately boosting sales
Timely updates and accurate data handling enhance client satisfaction
and trust Streamlined workflows reduce manual errors and save time,
allowing teams to focus on strategic initiatives
Example of automated workflow (replace with your own tasks/apps)
Another automation by 99fold